See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,390 | $44,229+2.6% | $155,790-70.9% | $55,191-17.8% |
| Participation rate | 52.8% | 60.8%-8.0pp | 76.1%-23.3pp | 69.2%-16.4pp |
| Annual return | -0.90% | 0.37%-1.3pp | 71.54%-72.4pp | 10.78%-11.7pp |
| Employer contribution / active EE | $6,618 | $1,317+402.3% | $3,836+72.5% | $1,899+248.5% |
| Participant deferral / active EE | $11,225 | $2,851+293.7% | $4,797+134.0% | $3,046+268.5% |
| Admin fee / account holder | $11 | $86-87.1% | $7,478-99.9% | $91-87.7% |